Test – Page 119
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Drafting overage provisions: consider all eventualities
Peter Reekie comments on Sparks v Biden [2017] EWHC 1994 (Ch), in which the High Court intervened to settle a dispute between a seller and buyer.
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Get the message
It doesn’t matter how good your work or client service is if you’re not getting your name out there. Kim Tasso provides a brief guide to marketing private client work, with a guide on digital marketing tools and techniques.
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Keeping up with the Joneses
In the first of a new series of interviews with private client practitioners, outgoing Section chair Gary Rycroft of Joseph A Jones & Co in Lancaster, looks at his career to date, what’s in his in-tray, and the current challenges faced by private client solicitors.
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Back to Basics: Annual tax compliance in probate cases
Simon Leney and Jane Hodge look at final lifetime income and capital gains tax returns and estate returns
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Don't get in the red
Richard Dew explains the complexities of administrating insolvent estates
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Digital danger
The Financial Conduct Authority has called for lasting powers of attorney to be fully digitised to make them easier to apply for. Dawn Joughlin argues that the proposals will only leave vulnerable people at risk of fraud and abuse.
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Care package
Helen Starkie reports back from this year’s Elderly Client Care Conference, held on 20 October
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Guilt by association
As of 30 September, there is a corporate offence of failure to prevent the criminal facilitation of tax evasion. This brings a risk of criminal liability to solicitors’ firms for not only their employees’ actions, but also the actions of others with whom they are associated. Stuart Adams explains.
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Make your connection
Recent research has suggested that more could be done to clearly communicate legal issues to vulnerable clients. Helen Quinn and Gemma Jolly from Alzheimer’s Society explain how to improve your written and verbal skills to communicate effectively with people with dementia.
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News
Cornering the market
Change is afoot in the asset management industry, with the FCA proposing sweeping changes and a major new European directive coming into force from January. Patrick Connolly discusses what this could mean for solicitors and investor clients.
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Caught in the net
The annual tax on enveloped dwellings applies to UK residential properties held in corporate envelopes and carries yearly reporting obligations. Simon Leney identifies the tax’s traps.
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Mark your words
Drafting errors which affect the inheritance tax position can be costly for both solicitor and client. However, there are opportunities to correct things, explains Sarah Harrison
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Myth busting
Trainee solicitor Estelle Chapman was initially sceptical when she took up a private client seat after months in corporate law. She explains how all her preconceptions were proved wrong, and makes the case for more trainees to embrace private client work.
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Opinion
Heald firm
Our new chair, Fiona Heald, discusses the two private client issues closest to her heart.
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Videos
Continuing compliance changes: Keep calm and carry on
Pearl Moses looks at what you can do to get to grips with all the recent and forthcoming regulatory changes.
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Ethical exits - what to do when you lose key staff
Tracey Calvert looks at how to meet regulatory obligations when a fee earner leaves a legal business.
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Price and service transparency - how will it affect you?
In late September, the SRA opened its three month consultation on improving the availability of information for consumers. Michael Lonergan, policy adviser, gives an overview of the consultation and encourages members to share their views on it.
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Event
Seminar: FCA enforcement (7 November 2017)
Mary Starks, director of Competition and Economics at the FCA will provide an overview of some of the FCA’s ongoing competition work.